(06-28-2021, 02:48 PM)fenders53 Wrote: Started a new position in VICI.  Chickened out and sold my WEN options for a VERY small profit.

(05-11-2021, 09:12 AM)divmenow Wrote:

(05-11-2021, 09:08 AM)fenders53 Wrote:

(05-11-2021, 09:06 AM)divmenow Wrote:

(05-11-2021, 09:00 AM)fenders53 Wrote:

(05-11-2021, 08:47 AM)divmenow Wrote: Way to go...  . Join the ENPH club lol

I also took a new position in PXD thanks to the secondary at $153

I needed to add another name in the sector to go along with CVX and EOG

now the only other sector I'm underweight in is leisure 

Dude I am a charter member of ENPH.  I made a few hundred a month the past year selling short puts while it ran.  I have a few short puts that are WAY in the money after this bloodbath.  I can only roll forward so much before I own $140 shares.     I said here many times I was good with adding a real position starting at $125.  If I am honest I need ENPH to head back to $120ish to be back to even.  I wasn;t aggressive enough when it was truly cheap.  I'll add shares to my growthy port in the meantime.

Yeah yeah. What ever floats your boat   lol

I am very good with owning ENPH long-term.  How happy I am in the end very much depends on the entry.  We'll see where the bottom is soon enough.

Well me too. Got in at $108.90 

This will be a big winner for years to come.  You have to add at some point, so why not today. I don't worry about making a few $ here and there  . I'm in to win it lol 

Are we having fun today 

(06-28-2021, 02:56 PM)ken-do-nim Wrote:

(06-28-2021, 02:48 PM)fenders53 Wrote: Started a new position in VICI.  Chickened out and sold my WEN options for a VERY small profit.

A reit specializing in casinos?  Neat!!!

(06-29-2021, 11:21 AM)ken-do-nim Wrote: I came to the realization that I need to prioritize dividends to balance my budget properly and reach $6k/year before I can focus back on DGI or Growth.  To that end, I made a flurry of moves, and I ended up at an Estimated Income of $5,885.36; which is pretty darn close

Gone:
- ORC (despite the 14.4% div, it keeps sinking)
- BTI (good div, but sold because it was at a loss and that will help taxes)
- KMI
- WEC
- ABNB
- IBM

No new positions taken, but proceeds were spread around to existing high div payers (ABBV and MO included but mostly OXLC, RA, AGNC, ARCC).

There are a whole bunch of positions I hope to get back into next year such as WEC, HPQ, NEE, and IBM.

(05-11-2021, 09:12 AM)divmenow Wrote:

(05-11-2021, 09:08 AM)fenders53 Wrote:

(05-11-2021, 09:06 AM)divmenow Wrote:

(05-11-2021, 09:00 AM)fenders53 Wrote:

(05-11-2021, 08:47 AM)divmenow Wrote: Way to go...  . Join the ENPH club lol

I also took a new position in PXD thanks to the secondary at $153

I needed to add another name in the sector to go along with CVX and EOG

now the only other sector I'm underweight in is leisure 

Dude I am a charter member of ENPH.  I made a few hundred a month the past year selling short puts while it ran.  I have a few short puts that are WAY in the money after this bloodbath.  I can only roll forward so much before I own $140 shares.     I said here many times I was good with adding a real position starting at $125.  If I am honest I need ENPH to head back to $120ish to be back to even.  I wasn;t aggressive enough when it was truly cheap.  I'll add shares to my growthy port in the meantime.

Yeah yeah. What ever floats your boat   lol

I am very good with owning ENPH long-term.  How happy I am in the end very much depends on the entry.  We'll see where the bottom is soon enough.

Well me too. Got in at $108.90 

This will be a big winner for years to come.  You have to add at some point, so why not today. I don't worry about making a few $ here and there  . I'm in to win it lol 

Are we having fun today 

(06-29-2021, 12:24 PM)ken-do-nim Wrote: Right, I started the day deciding to sell ORC, and then BTI and KMI came along for the ride because all 3 are tax losses, and I'm still looking to offset that short-term gain on NAIL from earlier in the year.  I've increased taxes taken out of my paycheck by $300/month so that all these dividends and gains don't cause an IRS penalty next March.  Short-term gains are still over $6k but at least that's down from over $8k.  And though BTI was in the 7s and KMI in the 5s yield-percentage-wise, I decided to double-down on some of my 9 and 10 yielders instead to make up for the loss of ORC and plus they've been appreciating.  Plus, nibbling in the back of my mind is whether I want to be tacitly supporting tobacco by being a stock owner.

My budget shortfall is due to the recent $300/month increase in taxes taken out.  That, plus the additional $450/month I pay for the increased mortgage after the cash-out refinance, and the 10% taken out for the employee stock purchase plan, are my triple killers.

(02-25-2021, 10:25 AM)fenders53 Wrote:

(02-25-2021, 10:00 AM)divmenow Wrote: Bought some LDOS. Between the earnings miss and short report I haven’t seen it this low in a while. So I said why not lol. You in on this one too Fenders ?

I haven't researched it.  Hadn't heard of it until you and Otter were discussing it last week.  I am trying to not add too many more new names.  We'll see how long that lasts. 

What I need is for tech to get hammered for real again, but this market is resilient.

Very small trades this morning.  Added a few shares to DG-ARKF  Sold a few SLV puts.

(06-29-2021, 02:23 PM)Dividendwayfarer Wrote: Sold out TSM & TDOC. Moved most money into QCOM (new position) and add on CVX.